Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to successfully seal a deal and fuel inorganic growth.
Schwab Advisor Services' Lisa Salvi offers insights into the human capital and professional management approaches driving the growth of the industry’s top firms.
J.P. Morgan Asset Management's Jed Laskowitz details how ETFs can help advisors develop long-term portfolio strategies, regardless of market conditions.
Join us on Tuesday, Oct. 4th as an array of experts talk about how advisors can build more inclusive practices that attract and retain employees who look like—and understand—the diverse client bases they serve.
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